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Telephony

Business calls. Connected to your contacts.

Call contacts directly from ONE LOOP and decide where incoming calls ring. Keep call history, notes and callback tasks where your team can pick up the conversation.

Book a demoSee how it works

Here’s what you can do.

Three examples show how you can use Telephony.

01

Open the contact. Start the call.

Choose a contact and start the call in your browser. With an enabled phone number, the right permissions and microphone access, there is no number to retype.

Fictional contact Alex Beispiel is selected for a call from the Consulting business number; the Call button is ready, and the call is not connected yet.
Simplified product example · not a live product view
02

Choose where calls ring.

Choose which person and devices receive a call. Set the voicemail fallback for unanswered calls too. Number ownership and contact assignments are taken into account when routing calls.

The example call configuration routes calls to Lea in the browser and to voicemail if unanswered; it shows settings, not an answered call.
Simplified product example · not a live product view
03

Know what comes after the call.

See incoming, outgoing and missed calls on the contact. Add a call note and create a callback task with an owner for the next step.

The example contact Alex shows a missed call, an open callback task for Lea and a manual afternoon note; it does not claim that a callback has taken place.
Simplified product example · not a live product view

What this changes for your day-to-day work.

The practical benefits of Telephony.

Call from the right business number

Check which permitted number will be used before dialing. Available choices depend on your number assignments and access permissions.

The permitted consulting business number is selected before the call.

Hand over calls with context

Use a warm transfer to speak with a colleague first. Then connect the caller once the handover is clear.

The caller waits while Lea is consulted before the transfer.

Follow up on missed calls

A configured workflow can turn a missed call into a callback task. Filter by direction, status and phone number; test repeated calls too, to avoid unnecessary duplicate tasks.

A configured flow checks a missed call and creates a callback task.

Keep agreements available to your team

Record what you agreed directly on the contact. A manual note does not require a call recording and stays available to authorized teammates.

A manual call note records what to discuss during the callback.

Check your headset before calling

Choose the microphone and speaker in the browser dialer. Audio tests and the microphone meter help you check the setup before calling a customer.

The microphone and speaker are checked with an audio test before calling.

Simplified examples, not live account data.

What you need to get started.

Before launch, we check number availability, supported countries, required identity or address documents and enablement within your offer. Next come number assignments, team permissions, microphone access and test calls in both directions, including forwarding and voicemail. Phone numbers, call minutes and forwarding can incur additional costs; we confirm what your offer covers. Confirm permitted outreach and any required recording notices and consent before use.

Telephony connects calls and call history to the CRM contact. Call Tracking separately explains where a call came from. An AI Voice Agent handles AI conversations and requires its own setup. Automatic callback tasks and permitted automated messages after a call need suitable workflow rules.

Availability and any add-on or usage costs are confirmed for your ONE LOOP account before implementation.

Manage contact details, notes and tasks in one place.

Attribute calls to recorded sources through configured tracking numbers.

Connect triggers, conditions, tasks, messages and data changes visually.

All Sales features

Your questions, answered.

Do I need a new phone number?

Not necessarily. We check whether your existing number can be transferred or used with suitable forwarding. Availability and documentation vary by country, number type and provider. Not every number can be transferred, and no fixed activation date is promised; do not cancel your existing service before the transfer is confirmed.

Will every incoming call ring the whole team?

No. Number and contact assignments, forwarding rules and selected devices determine the call route. Additional teammates or voicemail can be configured to suit it. A notification does not mean someone has answered. We also test unavailable users and ring duration so the call reaches the intended destination.

Are calls automatically recorded or handled by AI?

Neither is enabled as a blanket policy. Call history and manual notes can be used without a recording. Before recording, confirm the settings, notices, consent and your legal requirements. An AI Voice Agent is a separate feature with its own setup; it is not automatically part of every telephony configuration.

What additional charges apply to telephony?

Phone numbers, call minutes and forwarding can incur additional recurring or usage-based costs. Incoming calls and optional recording or storage may also be charged. Costs depend on countries, number type, call destination and your agreed offer. We confirm what is covered and any extra charges before launch; a worldwide unlimited calling plan is not promised.

See it with your own use case.

Let’s explore your use case and what the setup requires.

Book a demo